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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,724 | $185,312+140.5% | $161,489+176.0% | $154,746+188.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.97% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $12,420 | $4,769+160.4% | $4,268+191.0% | $4,379+183.6% |
| Participant deferral / active EE | $5,534 | $6,350-12.8% | $5,630-1.7% | $6,730-17.8% |
| Admin fee / account holder | $6,250 | $18,654-66.5% | $16,006-61.0% | $14,365-56.5% |